Anic Equity¶
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Total return since start: 0.692 %¶
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Equity now: -----------------------------> 51699.05 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48499.99 Kr¶
PnL: ---------------------------------------> -587.58 Kr¶
DD now: ---------------------------------> -0.472 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 10:37:41.236651'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -1.100000 | 3385.800000 | 205.800000 | 6.470000 | 3180.000006 |
| HMS Networks | 2 | 3.800000 | 808.000000 | 135.000000 | 20.060000 | 673.000000 |
| Nordea Bank Abp | 29 | 1.280000 | 3576.860000 | 122.860000 | 3.560000 | 3453.999992 |
| HEBA B | 70 | 2.360000 | 2737.000000 | 101.000000 | 3.830000 | 2636.000010 |
| SAAB B | 8 | 1.170000 | 3456.800000 | 79.800000 | 2.360000 | 3377.000000 |
| Swedbank A | 3 | 2.450000 | 615.900000 | 51.900000 | 9.200000 | 564.000000 |
| Resurs Holding | 22 | 1.330000 | 619.520000 | 45.520000 | 7.930000 | 573.999998 |
| MedCap | 2 | 0.220000 | 464.000000 | 43.000000 | 10.210000 | 421.000000 |
| AcadeMedia | 12 | 0.890000 | 596.640000 | 39.640000 | 7.120000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.160000 | 388.100000 | 33.100000 | 9.320000 | 355.000000 |
| Intrum | 4 | 2.080000 | 550.600000 | 23.600000 | 4.480000 | 527.000000 |
| Norva24 Group | 16 | -2.500000 | 561.600000 | 18.600000 | 3.430000 | 543.000000 |
| Eastnine | 4 | 1.600000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| OEM International B | 7 | 0.130000 | 543.200000 | 15.200000 | 2.880000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 572.250000 | 10.250000 | 1.820000 | 562.000005 |
| Securitas B | 6 | 1.220000 | 579.000000 | 9.000000 | 1.580000 | 570.000000 |
| Coor Service Management Hold. | 8 | 1.270000 | 540.800000 | 8.800000 | 1.650000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.040000 | 252.240000 | 6.240000 | 2.540000 | 246.000000 |
| Karnov Group | 9 | 0.000000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Fasadgruppen Group | 38 | -0.550000 | 4142.000000 | 1.000000 | 0.020000 | 4140.999992 |
| Handelsbanken A | 5 | 0.460000 | 546.750000 | 0.750000 | 0.140000 | 546.000000 |
| Boozt | 12 | 1.320000 | 1652.400000 | -1.600000 | -0.100000 | 1653.999996 |
| Corem Property Group B | 59 | 2.040000 | 575.250000 | -1.750000 | -0.300000 | 576.999999 |
| Midsona B | 63 | 0.990000 | 580.860000 | -2.140000 | -0.370000 | 582.999984 |
| Sampo Oyj SDB | 7 | 0.370000 | 3836.000000 | -14.000000 | -0.360000 | 3850.000000 |
| CTEK | 13 | 2.110000 | 510.380000 | -23.620000 | -4.420000 | 533.999999 |
| International Petroleum Corp. | 5 | -0.180000 | 561.500000 | -33.070000 | -5.560000 | 594.565215 |
| Essity B | 2 | -0.840000 | 540.800000 | -33.200000 | -5.780000 | 574.000000 |
| Essity A | 4 | -0.550000 | 1086.000000 | -63.000000 | -5.480000 | 1149.000000 |
| Vivesto | 1368 | -1.950000 | 549.940000 | -63.060000 | -10.290000 | 612.999432 |
| Beijer Electronics Group | 27 | -1.440000 | 2959.200000 | -124.800000 | -4.050000 | 3083.999994 |
| OX2 | 22 | 4.600000 | 1851.300000 | -137.700000 | -6.920000 | 1989.000002 |
| Axfood | 15 | -4.020000 | 3871.500000 | -428.500000 | -9.970000 | 4300.000005 |
| Ovzon | 64 | -1.130000 | 3360.000000 | -636.000000 | -15.920000 | 3996.000000 |
| TOTAL | 48499.990000 | -587.580000 | -0.47229% | 49087.564636 |
Updated:¶
'2023-02-01 10:37:53.972858'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
